AUMdb

Ekf 401(k) Retirement Plan

Sponsored by Ekf Diagnostics, Inc. Dba Stanbio Laboratory · EIN 453356270 · Plan #002

Total assets
$6.3M
Net assets
$6.3M
Active participants
92
With balances
102

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
World Investment Advisors, Llc CRD 208512 deterministic · 100% 2024
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
World Investment Advisors, Llc Investment advisory (plan) $30,043
Empower Annuity Insurance Company Recordkeeping fees $9,292
Alliance Benefit Group Of Houston Contract administrator $5,803
Empower Advisory Group, Llc Investment management $4,592